Your entire portfolio in one spreadsheet.
- Stock, ETF, and crypto tracker with purchase price and current value
- Portfolio allocation pie chart (target vs actual)
- Dividend income tracker and projections
- Capital gains calculator (short-term vs long-term)
- Rebalancing alert when allocation drifts
3 Improvements
- Tax-lot tracking for tax-loss harvesting
- Dividend income projection (monthly/annual)
- Rebalancing calculator — tells you exactly what to buy/sell
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